IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.18M
3
+$1.63M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Top Sells

1
+$3.34M
2
+$3.1M
3
+$3.02M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$2.74M
5
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$2.4M

Sector Composition

1 Technology 16.66%
2 Financials 9.68%
3 Industrials 6.29%
4 Communication Services 4.91%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.43%
16,905
-75
77
$1.34M 0.43%
16,707
-401
78
$1.33M 0.42%
14,713
+806
79
$1.29M 0.41%
13,920
+267
80
$1.29M 0.41%
235,094
-762
81
$1.28M 0.41%
29,859
-392
82
$1.28M 0.41%
25,322
+339
83
$1.28M 0.41%
31,936
+6,860
84
$1.27M 0.4%
20,310
-28
85
$1.25M 0.4%
17,972
+2,239
86
$1.22M 0.39%
41,859
+763
87
$1.22M 0.39%
10,994
+1,049
88
$1.21M 0.39%
18,278
+395
89
$1.21M 0.39%
51,040
-349
90
$1.19M 0.38%
11,326
+7,573
91
$1.15M 0.37%
10,801
-2
92
$1.15M 0.37%
16,132
+430
93
$1.14M 0.36%
26,444
+5,419
94
$1.14M 0.36%
10,903
+836
95
$1.14M 0.36%
11,621
-337
96
$1.13M 0.36%
24,558
+1,710
97
$1.11M 0.35%
57,327
-172
98
$1.09M 0.35%
25,497
-12,830
99
$1.07M 0.34%
11,587
100
$1.07M 0.34%
13,280
+581
2 3
4
5 6